Webinars and Tutorials

Webinars and tutorials are available on our YouTube channel to view at any time. These videos are presented by Open Dental trainers. Subscribe to our YouTube channel to receive notifications of new content. Each webinar is placed in one or more playlists by topic. Click a link below to begin the playlist.

Refer to a getting started checklist for initial setup information that should be entered before participating in a webinar:

• Setup Checklist.pdf: For users who are starting with a blank database.
  
• Post Conversion Checklist.pdf: For users who have had a Final Data Conversion.

Getting Started:

Introduction and Demo
Meet Open Dental Software's dental practice management solution and view a free demo to learn how to use the basic features of the program.

eServices
Learn how to make your practice more efficient and simplify patient communication by setting up features like eReminders, eConfirmations, Integrated Texting, Patient Portal, Web Forms, Web Sched, Mobile Web, and more with eServices from Open Dental.

Trial Version
Learn how to install the trial version of our dental practice management software for free today, no strings attached.

Conversions
Learn about the conversion process.

General Setup
Learn how to set up and customize various features in Open Dental like Time Cards, Quick Buttons, Automation, Auto Notes, and many more.

Post-Conversion Setup
Learn about what to do after converting to Open Dental.

Updating Versions:

Update Version
Learn how to update your Open Dental version, as well as CDT Codes.

New Feature Highlights
Learn about new and highlighted features from Open Dental so you can get the most out of your practice management software.

Modules:

Appointment Module
Learn how to set up multiple appointment views, fill your appointment book, set up and manage recall, etc. from the Appointment Module in Open Dental.

Family Module
Learn how to enter insurance benefit information, understand plan types, customize patient recall, etc. from the Family Module of Open Dental.

Account Module
Learn how to create claims, enter payments, make income transfers, manage payment plans, etc. from the Account Module in Open Dental.

Treatment Plan Module
Learn how to understand and customize the Treatment Plan Module in Open Dental.

Chart Module
Learn how to enter treatment, enter clinical notes, use the perio chart, etc. from the Chart Module in Open Dental.

Manage Module
Learn how to use features like Billing, Time Cards, Messaging, etc. from the Manage Module in Open Dental.

Topics:

Billing
Learn how to set up your billing defaults, send statements, and apply finance charges to patient accounts.

eRx - Electronic Prescriptions
Learn how to use the DoseSpot and Legacy eRx integrations.

Insurance
Learn all about setting up insurance plans, updating fee schedules, receiving payments, and more.

Integrated Third Party Services
See what third party programs integrate in Open Dental.

Ortho
See what Open Dental can do for your Orthodontic practice.

Recall
Learn how to set up and manage Recall in Open Dental.

Referrals
Learn how to set up, manage, and track referrals in your practice with Open Dental Software.

Reports
Learn how to run reports in Open Dental like Payments Report, Outstanding Insurance Report, etc.

Sheets/Forms/Kiosk
Learn how to customize and create patient letters, consent forms, medical history forms, etc. and how to use the Kiosk feature in Open Dental.

Task List
Learn about setting up and using Task Lists.

Playlists by Job Title:
These webinars will help your staff use the tools in Open Dental to manage responsibilities typical for their position.

Front Desk / Reception

Office Manager / Billing Specialist

FAQs and QuickTips:

FAQs
Learn the answers to the most frequently asked questions by Open Dental users.

QuickTips
Quickly learn tips and tricks throughout the program in four minutes or less!